Client Master - Add Pay Group

When you are processing income/expenses, you select a pay group. The pay group tells the system which checkbook/account the money is linked to. Typically checkbook master and pay group master are very similar.

Add Pay Group

The steps to add a pay group vary depending if it is a shared pay group (one check book for all clients) or individual pay group (check book) for each client. Follow the directions depending on how your agency is setup.

Add a Shared Pay Group

NAVIGATION: MAINTAIN menu > Client Master

  1. In the CLIENT NUMBER field, type the client number or use the magnifying glass to browse and select the client you need to create a pay group for. This will bring the selected Client to the current view.
  2. On the MAIN tab, look at the Pay Group Assignment grid
  3. Pay Group Column: select the combined pay group
    1. Go to the first blank line of the grid
    2. In the PAY GROUP column, click the browse icon
    3. A list of available pay groups will appear.
    4. Select the shared pay group, i.e., COMB - Combined Checking.
    5. Click OK.
  4. Description Column: when a valid pay group code is selected, the description will appear.
  5. Default Column: if this is the primary/default pay group for the client, check this box.
  6. Balance Column: the balance column will display the client's portion of the shared check book. See 
  7. Press TAB to the next line to save or click SAVE at the top of the screen

Add an Individual Client Pay Group

NAVIGATION: MAINTAIN menu > Client Master

  1. In the CLIENT NUMBER field, type the client number or use the magnifying glass to browse and select the client you need to create a pay group for. This will bring the selected Client to the current view.
  2. On the MAIN tab, click the CREATE PAY GROUP button.
  3. Enter a Pay Group Code.
    1. When the code is created, the client number will be the first digits of the pay group.  Then the code you enter will be displayed, i.e., 001-CB (client 001-checkbook).
    2. Use consistent numbering/naming when creating pay group codes, i.e., all checkbooks, petty cash, etc. The first digits will always be the client number - then the code you define.
  4. In the description field, type a description for the pay group. Typically this would include the client's name.
  5. Click CREATE.
  6. The new pay group will appear in the PAY GROUP ASSIGNMENT grid.
  7. Default Column: if this is the primary/default pay group for the client, check this box.
  8. Press TAB to the next line to save or click SAVE at the top of the screen

Modify an Existing Pay Group

NAVIGATION: MAINTAIN menu > Master Tables > Accounts Payable Tables > Pay Group Master

  1. In the PAY GROUP field, type the pay group or use the magnifying glass to browse and select the code you need to modify.  
  2. Enter or select a pay group code.
  3. Make changes to any field that needs modified.  
  4. Click SAVE.

1/2024

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388